Financial Action, Inc.

Michael Carrico is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Financial Action, Inc. He has previously worked at Howe And Rusling, Inc., Empower Advisory Group, Empower Financial Services, Inc., and T Rowe Price. Financial Action, Inc. is an SEC-registered investment adviser offering investment management, financial planning, and retirement plan services to individuals, families, trusts, retirement plans, and corporations. The firm manages portfolios primarily in equities, fixed income, mutual funds, and ETFs, emphasizing long-term holdings and periodic rebalancing.

Jason Roque is a CFP® with 18 years of experience in the financial industry. He has been with Financial Action, Inc. since 2013. Outside of his advisory role, he is the owner of Roque Property Management, LLC, a vacation rental business in Fort Myers, Florida. Financial Action, Inc. serves individual investors, families, and participants in employer-sponsored defined contribution plans, providing written financial plans and both discretionary and non-discretionary investment advisory services. The firm uses a diversified investment approach based on fundamental, cyclical, and secular analysis, with regular portfolio monitoring and client reviews.

Brandon Ridenour is a financial advisor at Financial Action, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kassira Wealth Management LLC and T. Rowe Price. Financial Action, Inc. serves individual investors, families, and participants in employer-sponsored defined contribution plans by providing financial planning and both discretionary and non-discretionary investment advisory services. The firm employs a diversified investment approach based on fundamental, cyclical, and secular analysis, with portfolios monitored weekly and reviewed quarterly.

Christopher Reed is a financial advisor at Financial Action, Inc. in Monument, Colorado, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Financial Action, Inc. since 2006. Outside his advisory role, he owns Paragon Capital, LLC, and has ownership in Raton Gas Transmission, a utilities business. Financial Action, Inc. serves individual investors, families, and defined contribution plan participants by providing financial planning and both discretionary and non-discretionary investment advisory services. The firm uses a diversified investment approach based on fundamental, cyclical, and secular analysis, with portfolios monitored weekly and reviewed quarterly.

Meredeth Mcdowell Iversen is a financial advisor at Financial Action, Inc. with four years of industry experience and holds a Series 65 designation. She has been associated with Financial Future Services, LLC since 2016. Financial Action, Inc. is an SEC-registered investment adviser serving individuals, families, trusts, retirement plans, and corporations. The firm provides discretionary and non-discretionary investment management alongside financial planning and retirement plan services, managing portfolios with a focus on equities, fixed income, mutual funds, and ETFs using long-term holdings and periodic rebalancing.

Kerry Hilsabeck is a CFP® and holds a Series 66 license with 10 years of industry experience. She has been with Financial Action, Inc. since 2020, and previously worked at Focus on The Family, Alpers Financial Planning, and T. Rowe Price. Financial Action, Inc. provides financial planning and investment advisory services to individual investors, families, and participants in employer-sponsored defined contribution plans. The firm manages diversified portfolios based on fundamental, cyclical, and secular analysis, with regular reviews and rebalancing, serving a large client base primarily through discretionary management.